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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,810 | $209,425-97.7% | $178,499-97.3% | $158,966-97.0% |
| Participation rate | 89.5% | 86.4%+3.1pp | 81.9%+7.5pp | 82.0%+7.5pp |
| Annual return | 20.64% | 188.80%-168.2pp | 151.10%-130.5pp | 302.95%-282.3pp |
| Employer contribution / active EE | $806 | $5,707-85.9% | $5,011-83.9% | $4,762-83.1% |
| Participant deferral / active EE | $2,429 | $5,955-59.2% | $5,202-53.3% | $5,983-59.4% |
| Admin fee / account holder | $1,064 | $17,078-93.8% | $13,986-92.4% | $11,250-90.5% |